-21.8%
ALHC vs VEU
+68.6%
-90.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.4% |
| 7D | -0.6% | +1.1% | -1.7% | -1.4% |
| 30D | -1.0% | +2.2% | -3.2% | -2.5% |
| 3M | -10.2% | +3.0% | -13.1% | -12.4% |
| 6M | -28.3% | +10.9% | -39.1% | -34.2% |
| YTD | -31.4% | +18.2% | -49.6% | -40.3% |
| 1Y | -16.9% | +28.3% | -45.2% | -32.2% |
| 3Y | +135.5% | +74.6% | +60.9% | +41.5% |
| 5Y | -33.6% | +56.4% | -90.0% | -53.8% |
| All | -21.8% | +68.6% | -90.4% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling